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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,433 | $100,060-42.6% | $149,721-61.6% | $70,126-18.1% |
| Participation rate | 80.8% | 83.6%-2.8pp | 87.1%-6.2pp | 69.5%+11.3pp |
| Annual return | 15.07% | 27.46%-12.4pp | 1501.67%-1486.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $2,251 | $3,661-38.5% | $5,444-58.7% | $2,343-3.9% |
| Participant deferral / active EE | $5,399 | $4,982+8.4% | $6,568-17.8% | $3,332+62.0% |
| Admin fee / account holder | $9,753 | $8,285+17.7% | $11,282-13.6% | $4,645+109.9% |